Are Roth conversions for retirees dead in 2026 because of the new tax law?

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly ...
Federal News Network

Why government employees should think carefully about Roth conversions going into 2026

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

How 2026 Tax Bracket Changes Will Impact Retirees—What It Means for Your Retirement

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...
Financial Advisor

Beware Roth Conversion Penalties Under New Tax Law

After Donald Trump signed a sweeping tax and policy bill, the One Big Beautiful Bill Act, into law on July 4, Roth conversions could end up costing some clients money, warned Robert Keebler, a CPA at ...
NBC Connecticut

Before a Roth conversion, check this tax rate — it's the ‘single biggest factor' to consider, CFP says

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream Connecticut News for free, 24/7, ...

We’re in our 80s and considering converting our Roth IRAs now before one of us dies. Will it spare our family a future tax headache?

Typically, the best time to do a Roth IRA conversion to avoid or minimize these effects is between the time you retire and ...
PLANADVISER

In-Plan Roth Conversions Come to Thrift Savings Plans in Late January

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...
NBC New York

Before a Roth conversion, check this tax rate — it's the ‘single biggest factor' to consider, CFP says

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. The strategy, known as "Roth conversions ...